Pinnacle Financial Partners (Tennessee)’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$1.16M	Buy	36,217 +315	+0.9%	+$9.6K	0.03%	254
2025 Q2	$1.05M	Buy	35,902 +12,136	+51%	+$321K	0.02%	274
2025 Q1	$595K	Sell	23,766 -131	-0.5%	-$3.59K	0.01%	312
2024 Q4	$666K	Buy	23,897 +425	+2%	+$11.6K	0.01%	300
2024 Q3	$611K	Hold	23,472	–	–	0.01%	311
2024 Q2	$592K	Hold	23,472	–	–	0.01%	308
2024 Q1	$544K	Buy	23,472 +1,436	+7%	+$31.8K	0.01%	321
2023 Q4	$457K	Buy	22,036 +3,424	+18%	+$66.2K	0.01%	317
2023 Q3	$338K	Hold	18,612	–	–	0.01%	330
2023 Q2	$349K	Sell	18,612 -2,152	-10%	-$36.9K	0.01%	325
2023 Q1	$338K	Sell	20,764 -724	-3%	-$11K	0.01%	329
2022 Q4	$298K	Buy	21,488 +392	+2%	+$5.64K	0.01%	333
2022 Q3	$294K	Hold	21,096	–	–	0.01%	313
2022 Q2	$306K	Hold	21,096	–	–	0.01%	315
2022 Q1	$395K	Buy	21,096 +2,152	+11%	+$39.2K	0.01%	299
2021 Q4	$388K	Sell	18,944 -480	-2%	-$9.59K	0.01%	310
2021 Q3	$360K	Hold	19,424	–	–	0.01%	307
2021 Q2	$354K	Hold	19,424	–	–	0.01%	297
2021 Q1	$315K	Hold	19,424	–	–	0.01%	293
2020 Q4	$312K	Hold	19,424	–	–	0.02%	295
2020 Q3	$280K	Sell	19,424 -2,176	-10%	-$30.3K	0.02%	293
2020 Q2	$274K	Hold	21,600	–	–	0.02%	287
2020 Q1	$215K	Sell	21,600 -1,720	-7%	-$19.6K	0.01%	309
2019 Q4	$271K	Buy	23,320 +1,720	+8%	+$19K	0.02%	318
2019 Q3	$227K	Hold	21,600	–	–	0.02%	322
2019 Q2	$225K	Hold	21,600	–	–	0.02%	322
2019 Q1	$214K	Buy	+21,600	New	+$204K	0.02%	320
2018 Q4	–	Sell	-21,600	Closed	-$221K	–	404
2018 Q3	$221K	Sell	21,600 -640	-3%	-$6.38K	0.02%	318
2018 Q2	$211K	Buy	+22,240	New	+$207K	0.02%	302
2017 Q4	–	Sell	-24,800	Closed	-$205K	–	318
2017 Q3	$205K	Buy	+24,800	New	+$201K	0.03%	269